Booking
A client books a shipment and immediately gets questions about the delivery address, the window and the on-site contact.
Two people are waiting at the dock, asking where shipment 40218 is. The question lands on one number at your planning desk, and when you change the window, the update reaches them automatically.
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A client books a shipment and immediately gets questions about the delivery address, the window and the on-site contact.
Once the trip is set, the window and the trip number go out as a message to the contact at the unloading site.
If traffic or a long wait at the previous stop pushes the window back, the unloading site hears before anyone calls.
On arrival the confirmation goes into the conversation, and a photo of the unloaded freight can go straight with it.
If there's damage, the photo, the description and the time all sit with the trip number in that same thread.
Damage comes in as a photo with a short description and stays with the trip number, timestamp included.
The status update comes in through Zapier or a webhook and goes out to the unloading site as a message.
The moment planning changes the window, the new one reaches the contact for that trip.
Planners work in the same inbox, see who picked up a trip, and assign a conversation to a colleague.
A packing slip, a shot of the seal number or of the signed consignment note sits with the trip it belongs to.
Customers with a fixed delivery day get their window the evening before, from a list you put together yourself.
Six examples from the planning desk. Anything else you want to share with clients and unloading sites, we'll add.
Your planning system or TMS sends a status change or a new window to Zapier or a webhook, and the flow sends a message with the trip number. There is no direct TMS connector, so this step always runs through Zapier or a webhook. You can only message a customer first once they've given permission, which you record on the contact. If your planning software isn't covered yet, tell us and we'll build the connection to the system you use today.
Automations come with every plan, integrations start at Growth. Meta charges separately for each message you send, with no markup from us.
30 days free, no credit card required.
Prefer a hand getting started? We'll get you started